Private Wealth Client Services Associate
$80k - $110kNeuberger Berman
A financial services firm in New York is seeking a motivated Client Associate to support high-net-worth clients. This role involves establishing new accounts, executing trades, and managing client inquiries, all while ensuring a seamless client experience. The ideal candidate will possess a Bachelor's degree and communication skills to engage professionally with clients. Candidates must be able to obtain Series 7 and 66 licenses within three to six months. The position offers a salary range of $80,000-$110,000. #J-18808-Ljbffr Neuberger Berman
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Wealth Client Services Associate in New York, NY vacancy
$34.32k - $90k
...Registered Client Service Associate Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated standard of care. The Registered CSA assists with the development and growth of business through...SuggestedTemporary workWork at officeLocal areaMorgan Stanley
New York, NY3 days ago- Description The Wealth Manager Client Service Associate (CSA) is responsible for providing day‑to‑day support to Wealth Managers. The CSA leads onboarding and service for new and existing clients. The incumbent is responsible for client relationship management, which includes...SuggestedLocal areaMonday to Friday
- Client Service Associate - Financial Planning Our client, is a respected wealth management firm known for delivering exceptional service to every client relationship. They are seeking a polished and detail-oriented Client Service Associate who will ensure all client account...SuggestedWork at office
$95k - $105k
Jefferies Wealth Management is seeking a Client Service Associate (CSA) to support Financial Advisors and Relationship Managers in delivering a high‑touch, client... .... 1-4 years of experience in wealth management, private banking, financial services, or a client service...SuggestedFull timePart timeWork at officeLocal area- A distinguished wealth management firm located in Pennsylvania is seeking a Client Service Associate. The role involves supporting Financial Advisors with account administration, utilizing financial software, and ensuring compliance. Candidates should have a Bachelor's...Suggested
$80k - $100k
A wealth management firm in New York is seeking a Client Service Associate to provide quality service, facilitate operational tasks, and assist with client onboarding. The ideal candidate has strong interpersonal skills, experience in customer service, and a problem-solving...$68k - $120k
Morgan Stanley is seeking a Wealth Management Associate in New York, NY. The ideal candidate will provide exceptional client service, support financial advisors in business development, and possess a strong background in financial services. Applicants should have over...$100k - $115k
Senior Client Service Associate- LCK Wealth Management 300 Madison Ave, New York, NY 10017, USA Job Description Posted Tuesday, May 12, 2026 at 5:00 AM Your Future Team LCK Wealth is a growing wealth management practice providing complex solutions to Ultra High Net Worth...Permanent employmentWork at officeLocal area- Client Service Associate - Financial Planning Are you a financial professional with a passion for providing comprehensive wealth management services to high-net-worth clients and institutions? Our client, a distinguished wealth management and registered investment advisory...
- Hightower Advisors in New York is seeking a Senior Client Service Associate to join the LCK Wealth Management team. The role focuses on providing top-notch client service and operational support to Ultra High Net Worth clients. Candidates should have over 3 years of client...Work at office
- ...Private Client Investment Associate At J.P. Morgan Chase, we have an enthusiasm for helping our clients,... ...and delivering extraordinary customer service while maintaining a strong... ...Investment Associate in J.P. Morgan Wealth Management, you will be tasked with...
Chase
Brooklyn, NY4 days ago - Bank of America is hiring a Wealth Management Client Associate - Advisor Development Program in New York City. This entry-level role provides critical support to Financial Advisors, focusing on client service and developing key financial skills. Successful candidates will...
- A leading financial services firm is seeking a Private Client Investment Associate to provide exceptional client service and operational support. This role includes... ...position offers valuable experiences within the wealth management space, fostering a positive team environment...
$33.28k - $90k
POSITION SUMMARY Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships...Temporary workWork at officeLocal areaMorgan Stanley
New York, NY5 hours ago$110k - $125k
The Role Within our International Private Wealth business, we are seeking a strong, motivated professional... ...Support coordination with third‑party service providers, internal teams, and... ...offerings. Support the development of FAQs and client‑facing educational materials in...Flexible hours- AscendHire, a prominent privately held RIA in New York, is looking for a motivated individual to... ...trusted point of contact for high-net-worth clients, ensuring accuracy in account maintenance and delivering exceptional service. The position requires a Bachelor's degree...
$25 - $44 per hour
Bank of America in New York is seeking a motivated individual to provide client service support to Financial Advisors. Responsibilities include ensuring excellent service, maintaining client relationships, and aligning practices with bank policies. Candidates should have...Hourly pay- A leading investment bank is seeking a Registered Client Service Associate for their Midtown East office. The role involves supporting Financial Advisors, managing client relationships, and ensuring service excellence. Candidates should possess strong interpersonal skills...Work at office
- ...Senior Client Service Associate If you are a collaborative team member, solutions orientated and... ...Service Associate within the Latin America Private Bank at JP Morgan you will play a... ...About the Team J.P. Morgan Asset & Wealth Management delivers industry-leading investment...Work at office
Chase
Jersey City, NJ1 day ago - A global wealth management leader is seeking a full-time Client Service Specialist to enhance client experiences and elevate brand presence. Responsibilities include managing client workflows, preparing materials, and supporting partners. The ideal candidate will have...Full time
- A leading financial services firm in New York seeks a Private Client Investment Associate to provide exceptional service and support to Private Client Advisors. Responsibilities include assisting with account operations, ensuring regulatory compliance, and managing client...
- Job Description Merrill Wealth Management is a leading provider of comprehensive wealth... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision...Seasonal workWork at officeWork from homeShift workDay shift
$80k - $100k
Client Associate / Senior Client Associate - Neuberger Wealth page is loaded## Client Associate / Senior Client Associate - Neuberger... ...role is heavily oriented toward private equity operations, document... ...:*** 4-5 years of proven client service/support or related experience in...Work at officeLocal areaShift work$80k - $100k
Neuberger Berman is seeking a Client Associate/Senior Client Associate in New York... ...provide operational support for Wealth Advisors. The role involves managing private equity documents, client... ...should have 4-5 years in financial services, a relevant undergraduate degree...Full time- Asset & Wealth Management, Sustainability and Impact Client Solutions, Associate - New York New York, NY, United States Job Description... ...investment and advisory services for pension plans, sovereign wealth... ...Investing across public and private markets. In addition, this role...
- A leading financial services firm in New York seeks a Private Client Investment Associate. The role involves delivering exceptional client service and operational support to Private Client Advisors. Responsibilities include managing account openings and investment trades...
- A leading financial services firm in New York is seeking a Private Client Investment Associate to support Private Client Advisors. The role focuses on delivering client service, managing operational requests, and enhancing client relationships. Ideal candidates should...
- Savvy Wealth is seeking a Senior Client Associate for day-to-day operational support for wealth managers in New York, NY. The ideal candidate will ensure exceptional client service, foster relationships, and execute client tasks promptly. The role requires 2+ years of...
$90k - $110k
Senior Client Associate - Neuberger WealthSkip to main contentInformation... ...Client Associate - Neuberger Wealth page is loaded## Senior... ...Advisor Team managing public and private assets worth over $2 billion... ...by assisting with the service, maintenance, and growth of...Work at officeLocal areaShift workAfternoon shiftEarly shift$60k - $65k
...re not just in the business of helping clients with their financial goals - we also... ...Job DescriptionRole SummaryThe Client Service Associate supports Financial Advisors by delivering... ...and advisor requests.Join a boutique Private Wealth Advisory practice of Ameriprise...Full timePrivate practiceImmediate startHome office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Wealth Client Services Associate. Be the first to apply!
Related searches
- client account associate New York, NY
- client solutions associate New York, NY
- registered client associate New York, NY
- client services associate New York, NY
- client relationship associate New York, NY
- client engagement associate New York, NY
- client success associate New York, NY
- service consultant New York, NY
- card services specialist New York, NY
- environmental services attendant New York, NY